Family Wealth Partners LLC

Family Wealth Partners, founded in 2019, provides discretionary wealth management to individuals (including high‑net‑worth clients), trusts, estates, and small businesses, managing roughly $131 million in client assets with two advisors across about 222 client relationships. The firm also offers limited standalone financial planning and consultation on topics such as cash flow, tax, insurance, estate, retirement, education, and real estate planning.

The firm implements investment strategies primarily through proprietary model portfolios and may utilize Independent Managers, allocating among stocks, corporate and government bonds, ETFs, and mutual funds; Family Wealth Partners applies both fundamental and technical analysis and conducts at least annual account reviews. Accounts are generally custodied at Charles Schwab and managed on a discretionary basis with fees commonly charged as a percentage of assets under management.

What is distinctive for this firm is that certain supervised persons, in their individual capacities, are registered representatives of a FINRA‑member broker‑dealer (PKS) and are licensed insurance agents, enabling them to offer commissionable securities and insurance products alongside fee‑based advisory services; the brochure discloses these dual roles and the related conflicts of interest and mitigation steps. The firm also uses Standing Letters of Authorization for third‑party transfers and treats those arrangements as custody under SEC no‑action guidance, with procedures intended to address the attendant compliance requirements.